This article will guide you through the search bar tool available in ClubReady that will allow for staff to search prospects, members, staff, payments and booking details.
The following options will be available for you to search:
Member/Lead
Agreement ID
Booking ID
CR Transaction ID
Gateway Transaction ID
Invoice ID
Payment ID
Last 4 CC/Bank
Staff
Click on the magnifying glass next to your profile picture at the top right corner.
Member / Lead
Type on the search tool the lead or member's name you are trying to locate. Once typed, all options will display for you to select. This will automatically advance you to the client's account.
Agreement ID
Type on the search tool the ClubReady Agreement ID you are trying to locate. Once typed, the member's name tied to the agreement will display for you to select. This will automatically advance you to the Agreement Summary page for the selected agreement.
Booking ID
Type on the search tool the ClubReady Booking ID you are trying to locate. Once typed, the member's name, session type, instructor, date and time for the booking will display for you to select. This will automatically advance you to the Booking Detail screen.
CR Transaction ID
Type on the search tool the ClubReady Transaction ID you are trying to locate. Once typed, the member's name, last 4 digits of their payment profile, transaction ID, CR Transaction ID and who ran the transaction will display for you to select. This will automatically advance you to the Payment Details screen.
Gateway Transaction ID
Type on the search tool the Gateway Transaction ID you are trying to locate. Once typed, the member's name, last 4 digits of their payment profile, transaction ID, CR Transaction ID and who ran the transaction will display for you to select. This will automatically advance you to the Payment Details screen.
Invoice ID
Type on the search tool the ClubReady Invoice ID you are trying to locate. Once typed, the member's name and invoice description will display for you to select. This will automatically advance you to the Invoice Detail screen.
Payment ID
Type on the search tool the ClubReady Payment ID you are trying to locate. Once typed, the member's name and staff who ran the transaction will display for you to select. This will automatically advance you to the Payment Details screen.
Last 4 CC/Bank
Type on the search tool the last 4 digits of the credit card or bank ACH you are trying to locate. Once typed, all accounts tied to the payment profile will display with the member's name, last 4 digits of their payment profile, transaction ID, CR Transaction ID and who ran the transaction for you to select. This will automatically advance you to the Payment Details screen.
Staff
Type on the search tool the staff name you are trying to locate. Once typed, all options will display for you to select. This will automatically advance you to the staff member's account.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Member Management : General - Can access client options
- Staff Management - Can access staff member options